14H·

Target on SALE and Ahold Delhaize: Buy More 🛒

$TGT (-3,98 %) It has performed quite well over the years since I added the stock to my portfolio. I sold more than a third of my position after it had gained over 50% in value and invested the proceeds in Ahold Delhaize .

So, simply supermarket to supermarket.

Should the turnaround at Target continues, I won't be missing out on much anyway, since I will continue to .

I see potential in both companies.

What does the community think about Ahold Delhaize $AD (-0,68 %)?

❗️This is not investment advice; I’m just sharing my trade with you❗️

*The image was created using AI*

24.08

Ahold Delhaize

Acheté x95 à 31,36 €

2 979,20 €

17 Commentaires

Rügen W.@SSIT

14H

Good trade

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Poor Dad@PoorDad

14H

@SSIT Thanks, but I have a feeling Target's stock price will rise much more in the short term. It's just a gut feeling.

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SpongeBob@SquarePants

14H

Great company, I also do groceries here

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Poor Dad@PoorDad

14H

@SquarePants Nice, How is your shopping experience?

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SpongeBob@SquarePants

11H

@PoorDad Great. They also are more focused on healthy products now.

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SpongeBob@SquarePants

14H

Very great company and also healthy company,, I plan to invest to

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Poor Dad@PoorDad

14H

@SquarePants thanks for your feedback 💪🏽

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Martin B.@Martin_B100

12H

started with Ahold a while back, yesterday put an order for some additional shares at 31 euro, if it drops more I would like to add even more

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Maxxey@Maxxey

12H

Thanks for mentioning that the image was created with Ki.

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Poor Dad@PoorDad

11H

@Maxxey Sure thing!!

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CashDividendGamer@CashDividendGamer

11H

I think that's a good trade 👍.

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Poor Dad@PoorDad

@CashDividendGamer thx

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GAE@The_Investo_tte_r

I did hold Ahold for a short time, but then I sold it because I think my money is better invested in DIAGEO and I don't have to pay withholding tax.

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Poor Dad@PoorDad

@The_Investo_tte_r Diageo cut its dividends—why do you see more opportunities there, exactly? That’s exactly why I sold. I don’t want to unsettle you—I’m just curious.

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GAE@The_Investo_tte_r

@PoorDad I didn't get in (directly) until after the dividend was cut.

Aside from the fact that DIAGEO produces my absolute favorite foreign beer (hehe, Guinness), it also makes many of the premium whiskeys we’re familiar with here (Oban, Talisker, Dalwhinnie, etc.).
Currently, alcohol consumption looks rather lackluster, if the statistics are to be believed, but I think DIAGEO is a potential turnaround candidate.
The reasons for this assumption are as follows: while it’s true that the younger generations are drinking less, they’re also more susceptible to “affordable luxury” and therefore turn to expensive whiskey—a product where DIAGEO ranks among the world’s best. I also think that one or two generations may distance themselves from alcohol, but with the right marketing (see the tobacco industry), it will come back into fashion. Furthermore, I believe that a focus on non-alcoholic products can lead to good margins if it’s expanded further. Non-alcoholic Guinness, for example, is unfortunately not yet available for purchase in Austria.

If the turnaround is successful and the dividend is increased again, I’ve chosen a good entry point. Also, there’s no withholding tax on GBR shares, unlike with those from the Netherlands. And in my opinion, Ahold is too weak for growth, which is why I decided to pass on it ☺️

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Fallon@Carrington

13H

I've also started building a position. I've bought twice so far…
I'm not sure right now, though, if we might slide even further… I mean, I still have more money set aside for that, if needed…

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Poor Dad@PoorDad

13H

@Carrington I have mixed feelings... On the one hand, from a technical analysis perspective, it looks like a very good entry point. On the other hand, consumer behavior in the U.S. is a bit more complicated. Ahold generates most of its revenue in the U.S., and Walmart is also slipping.
We’ll see… things will get more interesting anyway if the price drops a little further.

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